Luis Angel Perez Trejo
Mexico City
Summary
I am a proactive person, organized and responsible with good interpersonal relations. I always have the best disposition for the accomplishment of my tasks. I am looking for a challenging position where i can continue to learn and grow professionally.
Overview
2
2
years of professional experience
2
2
years of post-secondary education
Work History
Corporate Banker Intern
Grupo Financiero Banorte
03.2024 - 07.2024
- Conducted thorough financial analysis to accurately assess creditworthiness of potential borrowers.
- Streamlined loan processing procedures, resulting in improved efficiency and faster turnaround times for clients.
Junior Financial Analyst
Garrido Licona Y Asociados.
07.2022 - 12.2023
- Assisted in the development of long-term financial strategies, contributing valuable insights and suggestions.
- Collected data from other divisions to support quarterly forecasts.
Education
ESG Bloomberg Certification -
Bloomberg
07.2022 - 05.2022
Certificate of completion -
Bloomberg
08.2022 - 05.2022
Bachelor´s Degree in Public Accounting And Finance -
Instituto Tecnológico Y De Estudios Superiores De Monterrey
Mexico City, Mexico 05.2022 - 05.2024
Portfolio And Investment Portfolio Management -
Insituto De Estudios Bursatiles De Madrid
01.2024 - 05.2024
Skills
Microsoft Excel
Bank Reconciliation
Payroll Accounting
Financial statement analysis
Accounts Payable
Competencies
- Creative thinking
- Good time management
- Highly organized
Languages
English
Upper intermediate (B2)
Extracurricular Activities
School Project with Actinver, we workedtogether with the company for the proposal of an investment portfolio, where we proposed a balance in the portfolio depending on the investor´s profile and to study the different invesmetn profiles to strategically adapt the portfolio according to the needs risk tolerances of each client.
Timeline
Corporate Banker Intern
Grupo Financiero Banorte
03.2024 - 07.2024
Portfolio And Investment Portfolio Management -
Insituto De Estudios Bursatiles De Madrid
01.2024 - 05.2024
Certificate of completion -
Bloomberg
08.2022 - 05.2022
Junior Financial Analyst
Garrido Licona Y Asociados.
07.2022 - 12.2023
ESG Bloomberg Certification -
Bloomberg
07.2022 - 05.2022
Bachelor´s Degree in Public Accounting And Finance -
Instituto Tecnológico Y De Estudios Superiores De Monterrey
05.2022 - 05.2024
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